Shared Vision Wealth Group LLC Technology Sector Spdr Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
A detailed history of Shared Vision Wealth Group LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 1,432 shares of XLK stock, worth $309,712. This represents 0.19% of its overall portfolio holdings.
Number of Shares
1,432
Previous 1,432
-0.0%
Holding current value
$309,712
Previous $298 Million
8.62%
% of portfolio
0.19%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,127Shares Held
174MCall Options Held
8.51MPut Options Held
11.8M-
Bank Of America Corp Charlotte, NC12.9MShares$2.8 Billion0.26% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$2.3 Billion0.54% of portfolio
-
Morgan Stanley New York, NY8.99MShares$1.94 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.86MShares$1.48 Billion0.78% of portfolio
-
Ubs Group Ag5.08MShares$1.1 Billion0.27% of portfolio